Integration
Connect Casting42 and Perfex CRM
When New Casting fires in Casting42, your agent runs Create Customer in Perfex CRM, or New Contract in Perfex CRM to Create Contact in Casting42. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Casting42 and Perfex CRM to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Casting42 and Perfex CRM can do together
From Casting42 to Perfex CRM
When New Casting in Casting42
then Create Customer in Perfex CRM
When New Contact in Casting42
then Create Lead in Perfex CRM
From Perfex CRM to Casting42
When New Contract in Perfex CRM
then Create Contact in Casting42
When New Customer in Perfex CRM
then Add File to Talent in Casting42
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Casting42 and Perfex CRM
Triggers and actions 16 triggers · 20 actions
Trigger
New CastingTriggers when a casting has been created in your Casting42 Database.
Trigger
New ContactTriggers when a contact has been added to your Casting42 database.
Trigger
New TalentTriggers when a new talent is added in Casting42. Casting42 only shares talents whose "Allow API response" setting is turned on, so talents without it never trigger this.
Trigger
Updated CastingTriggers when the data of a casting has been updated.
Trigger
Updated ContactTriggers when the data of a contact has been updated in your Casting42 database.
Trigger
Updated TalentTriggers when a talent is updated in Casting42. Casting42 only shares talents whose "Allow API response" setting is turned on, so talents without it never trigger this.
Action
Add File to TalentUploads a file such as a resume or PDF document to a talent's profile.
Action
Add Mediafile to TalentUploads a video or audio media file to a talent's profile in Casting42.
Action
Add Talent to GroupAdds one or more talents to an existing Casting42 group.
Action
Create CastingCreates a new casting project in Casting42 and returns it along with its talent sign-up link.
Action
Create ContactCreates a new contact in Casting42 with name, email, company, phone, language and address.
Action
Create GroupCreates a new group in Casting42 for organizing talents.
Action
Create or Update CandidateAdds a talent to a casting as a candidate, or updates the candidate's tags if the talent is already in that casting.
Action
Create TalentCreates a new talent profile in your Casting42 database and returns the created talent.
Action
Find CastingFinds a casting by its tag and returns the full casting record.
Action
Get ContactReturns a single Casting42 contact identified by its tag.
Action
Get GroupReturns a Casting42 group and its talents by the group's tag.
Action
Get TalentReturns a single talent record, including custom fields and skills, by its tag.
Action
Update CastingUpdates an existing casting in Casting42, such as its name, description, dates, locations and sharing options. Fields left blank are not changed.
Action
Update ContactUpdates an existing contact in Casting42. Only the fields you fill in are changed.
Action
Update TalentUpdates an existing talent in Casting42, identified by its tag. Fields left blank keep their current values.
Trigger
New ContractTriggers when a new contract is added in Perfex CRM.
Trigger
New CustomerTriggers when a new customer is added in Perfex CRM.
Trigger
New EstimateTriggers when a new estimate is added in Perfex CRM.
Trigger
New InvoiceTriggers when a new invoice is added in Perfex CRM.
Trigger
New LeadTriggers when a new lead is added in Perfex CRM.
Trigger
New PaymentTriggers when a new payment is added in Perfex CRM.
Trigger
New ProjectTriggers when a new project is added in Perfex CRM.
Trigger
New ProposalTriggers when a new proposal is added in Perfex CRM.
Trigger
New TaskTriggers when a new task is added in Perfex CRM.
Trigger
New TicketTriggers when a new support ticket is added in Perfex CRM.
Action
Create CustomerCreates a customer (company) in Perfex CRM.
Action
Create LeadCreates a lead in Perfex CRM.
Action
Find CustomerFinds the first Perfex CRM customer matching a search text.
Action
Update invoiceUpdates an existing invoice in Perfex CRM. Only the fields you fill in are changed.
Action
Update ticketUpdates an existing support ticket in Perfex CRM. Only the fields you fill in are changed.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Casting42 and Perfex CRM, answered
What can start an automation from Casting42?
Any of Casting42's 6 triggers in the catalog, including New Casting, New Contact, New Talent and Updated Casting. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Perfex CRM when something happens in Casting42?
Any of Perfex CRM's 5 actions, including Create Customer, Create Lead, Update invoice and Update ticket. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Perfex CRM to Casting42?
Yes. When something happens in Perfex CRM, your agent can act in Casting42 too. This page covers both directions: Perfex CRM's triggers and Casting42's actions are listed here as well.
Do I have to build a connector for Casting42 or Perfex CRM?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Casting42 and Perfex CRM without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.